+62.8%
SCHD vs MPC
+563.7%
-500.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.8% | -8.8% | +9.6% | +2.5% |
| 30D | +8.4% | -14.4% | +22.8% | +11.5% |
| 3M | +5.6% | +21.9% | -16.3% | +0.7% |
| 6M | +15.1% | +60.1% | -45.0% | +3.1% |
| YTD | +33.8% | +142.3% | -108.5% | +8.2% |
| 1Y | +38.5% | +101.7% | -63.2% | +16.8% |
| 3Y | +72.7% | +184.8% | -112.1% | +30.4% |
| All | +62.8% | +563.7% | -500.9% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded MPC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling